Institutional Ownership American Centy ETF Tr Avantis (AVEM)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVEM). We have compiled data on the 592 institutions that hold shares in the stock, with a total of 128 Million shares, which have been reported (via 13F filing form) to have a value of $8.92 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
3,344
shares
|
$232,140
0.02% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
3,337
shares
|
$231,654
0.04% of portfolio
|
Q1 2025
Reduced 28.83%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
3,170
shares
|
$220,061
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
3,083
shares
|
$214,021
0.0% of portfolio
|
Q1 2025
Reduced 26.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
3,076
shares
|
$213,535
0.03% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
2,896
shares
|
$201,040
0.02% of portfolio
|
Q1 2025
Added 30.16%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,864
shares
|
$198,818
0.0% of portfolio
|
Q1 2025
Added 159.19%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,771
shares
|
$192,362
0.0% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
2,452
shares
|
$170,217
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
2,409
shares
|
$167,232
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
2,400
shares
|
$166,608
0.0% of portfolio
|
Q1 2025
Reduced 26.15%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,361
shares
|
$163,900
0.05% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,265
shares
|
$157,236
0.01% of portfolio
|
Q4 2024
Added 29.43%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
1,990
shares
|
$138,145
0.04% of portfolio
|
Q3 2022
Reduced 6.62%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,853
shares
|
$128,635
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,503
shares
|
$104,338
0.0% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,500
shares
|
$104,130
0.02% of portfolio
|
Q1 2025
Added 78.57%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,473
shares
|
$102,255
0.0% of portfolio
|
Q2 2024
Added 54.4%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,410
shares
|
$97,882
0.01% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
1,347
shares
|
$93,508
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1,327
shares
|
$92,120
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
1,266
shares
|
$87,885
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
996
shares
|
$69,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
986
shares
|
$68,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
978
shares
|
$67,892
0.0% of portfolio
|
Q1 2025
Reduced 22.01%
|